Jeff Ubben spoke today At Chicago CFA Society – Below are very brief notes from Evan McDaniel of Hedge Accordingly who attended the event for ValueWalk – also stay tuned we are getting his presentation slides. Finally, check out our scoop on ValueAct and AXP
As American Express Disappoints, Tensions Among …
Valeant Pharmaceuticals Intl Inc (VRX) & Jebb Ubben
ValueAct Capital Hit By Valeant, Rolls-Royce, Has
Jeff Ubben – CFA “shape the future of investing”
He now feels like a bearish Druckenmiller following the expansion of leverage and cheap rates…
shareholder activism came into power in the mid 90’s due to excess executive compensation. And the Fed induced era of financial engineering (to smooth global volatility) has ushered...

